GSWM
IQV icon

Golden State Wealth Management’s IQVIA IQV Stock Holding History

Golden State Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.5K Hold
44
– – ﹤0.01% 1147
2026
Q1 		$7.5K Hold
44
– – ﹤0.01% 1141
2025
Q4 		$9.92K Hold
44
– – ﹤0.01% 1106
2025
Q3 		$8.36K Hold
44
– – ﹤0.01% 1145
2025
Q2 		$6.93K Hold
44
– – ﹤0.01% 1160
2025
Q1 		$7.76K Hold
44
– – ﹤0.01% 1069
2024
Q4 		$8.65K Buy
+44
New +$9.28K ﹤0.01% 998

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's IQV Position: Q2 2026 in Review

Golden State Wealth Management held its IQVIA (IQV) position steady in Q2 2026 at 44 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Golden State Wealth Management first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.92K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Golden State Wealth Management held 44 shares of IQVIA worth $8.5K as of Q2 2026.
  • Golden State Wealth Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1147 holding.
  • Golden State Wealth Management first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's IQVIA position peaked at $9.92K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.